Postingan

The key distinction is between physical passage and commercial usability. A temporary Hormuz corridor and mine-clearing plan may reduce immediate transit fears, but Washington's sanctions on nearly 60 Iran-linked people, entities and vessels could still constrain shipping, finance and payments. Oil's retreat on transit hopes therefore looks like a partial repricing, not proof that flows can normalize. If vessels can pass but cargoes remain difficult to insure, trade or settle, pressure may migrate from transport risk into energy costs, gold demand and dollar liquidity. Not advice, just analysis. #HormuzFlowsVsSanctions